Purchases and Sales Made in Q2 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 2023. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-52- 4.87% |
$14.3K - $18.1K
|
1.02K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-52- 2.7% |
$14.3K - $18.1K
|
1.87K
$778K
|
|
|
Aug 14, 2023
Q2 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-52- 2.91% |
$14.3K - $18.1K
|
1.73K
$721K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-53- 0.28% |
$14.6K - $18.4K
|
19.2K
$7.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-54- 0.44% |
$14.9K - $18.8K
|
12.2K
$5.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-56- 3.37% |
$15.4K - $19.5K
|
1.61K
$668K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-56- 0.96% |
$15.4K - $19.5K
|
5.78K
$2.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-56- 2.07% |
$15.4K - $19.5K
|
2.65K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-56- 0.32% |
$15.4K - $19.5K
|
17.3K
$7.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-58- 0.32% |
$16K - $20.2K
|
18.1K
$7.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-58- 0.07% |
$16K - $20.2K
|
86.2K
$35.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-59- 1.23% |
$16.2K - $20.5K
|
4.76K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-59- 0.36% |
$16.2K - $20.5K
|
16.2K
$6.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-59- 0.76% |
$16.2K - $20.5K
|
7.75K
$3.22M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-60- 1.1% |
$16.5K - $20.9K
|
5.37K
$2.23M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-60- 23.44% |
$16.5K - $20.9K
|
196
$81.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-60- 0.67% |
$16.5K - $20.9K
|
8.95K
$3.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-60- 2.89% |
$16.5K - $20.9K
|
2.02K
$838K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-60- 3.41% |
$16.5K - $20.9K
|
1.7K
$708K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-60- 3.14% |
$16.5K - $20.9K
|
1.85K
$770K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-60- 3.47% |
$16.5K - $20.9K
|
1.67K
$693K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-61- 0.44% |
$16.8K - $21.2K
|
14K
$5.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-61- 0.27% |
$16.8K - $21.2K
|
22.2K
$9.23M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-61- 0.95% |
$16.8K - $21.2K
|
6.34K
$2.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-62- 0.75% |
$17.1K - $21.6K
|
8.26K
$3.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-62- 0.21% |
$17.1K - $21.6K
|
29.2K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-63- 0.45% |
$17.4K - $21.9K
|
13.8K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-63- 0.03% |
$17.4K - $21.9K
|
241K
$100M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-63- 0.87% |
$17.4K - $21.9K
|
7.21K
$3M
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-65- 6.89% |
$17.9K - $22.6K
|
879
$366K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-65- 0.32% |
$17.9K - $22.6K
|
20.1K
$8.36M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-66- 3.3% |
$18.2K - $23K
|
1.94K
$805K
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-66- 9.22% |
$18.2K - $23K
|
650
$270K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-67- 0.54% |
$18.5K - $23.3K
|
12.5K
$5.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-67- 0.67% |
$18.5K - $23.3K
|
9.93K
$4.13M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-68- 5.84% |
$18.7K - $23.7K
|
1.1K
$456K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-68- 6.69% |
$18.7K - $23.7K
|
948
$394K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-68- 2.61% |
$18.7K - $23.7K
|
2.53K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-68- 3.71% |
$18.7K - $23.7K
|
1.77K
$735K
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-69- 0.78% |
$19K - $24K
|
8.74K
$3.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-69- 1.04% |
$19K - $24K
|
6.55K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-69- 0.1% |
$19K - $24K
|
70.8K
$29.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-69- 0.21% |
$19K - $24K
|
32.5K
$13.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-70- 1.35% |
$19.3K - $24.4K
|
5.1K
$2.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-70- 0.21% |
$19.3K - $24.4K
|
33.8K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-70- 0.81% |
$19.3K - $24.4K
|
8.53K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.77% |
$19.3K - $24.4K
|
9.04K
$3.76M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-70- 0.43% |
$19.3K - $24.4K
|
16.1K
$6.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-71- 6.57% |
$19.6K - $24.7K
|
1.01K
$420K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-73- 1.21% |
$20.1K - $25.4K
|
5.95K
$2.47M
|